Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JUESX (JPMORGAN U.S. EQUITY FUND SELECT CLASS) -7.45% 2.03% 5.70% 9.48% 9.19% 10.79% 9.45% 7.27%
More Performance Analytics Comparison
Name Start Date End Date
JUESX (JPMORGAN U.S. EQUITY FUND SELECT CLASS) 09/25/1985 04/25/2025
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/25/1985.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985
Annualized Return (%) 7.13 2.03 5.70 9.48 9.19 10.79 9.45 7.27 -7.45 17.52 25.65 -21.91 16.52 19.24 32.03 -6.01 21.41 10.65 0.52 13.54 35.79 17.10 -1.55 14.24 32.96 -34.64 10.04 17.14 2.45 10.81 32.43 -26.79 -10.33 -10.64 -2.08 3.55 5.28 9.63 22.48 -12.02 4.21 2.43 24.76 0.29 29.54 14.34 -4.40 16.49 11.35
Sharpe Ratio NA -0.21 0.07 0.37 0.38 NA NA 0.26 -0.84 0.75 1.63 -0.95 0.93 0.54 2.30 -0.41 2.87 0.70 0.03 1.09 3.00 1.23 -0.06 0.76 1.20 -0.86 0.44 1.37 0.03 0.87 1.85 -1.03 -0.55 -0.62 -0.24 0.01 0.08 0.48 2.05 -1.07 0.22 0.00 1.47 -0.34 2.05 0.71 -0.33 1.02 2.67
Standard Deviation(%) NA 21.03 19.26 19.43 19.49 NA NA 19.06 29.56 14.61 13.27 24.51 17.73 35.10 13.31 18.05 7.27 14.88 16.53 12.46 11.90 13.97 24.42 18.74 27.29 41.29 16.07 10.15 10.26 11.34 17.12 27.11 23.34 23.66 22.51 25.79 22.19 12.65 9.08 13.95 9.45 11.54 14.23 14.49 11.63 13.53 25.23 12.06 17.21
Draw Down(%) NA 23.88 23.88 30.73 33.41 NA NA 57.71 19.21 9.93 9.49 24.59 12.49 33.41 6.88 21.01 2.64 13.13 12.77 8.59 5.65 11.15 20.29 15.97 25.45 46.39 8.86 7.50 7.33 8.30 14.09 37.50 30.63 20.29 19.78 20.98 21.91 11.71 5.89 17.59 5.47 10.21 6.22 17.90 6.05 5.96 30.12 8.31 3.22
Yield(%) 0.00 0.48 0.76 0.93 4.78 7.02 6.75 7.68 0.00 0.62 1.06 0.77 0.65 0.83 11.85 11.83 9.52 4.99 5.65 10.26 9.44 3.76 1.74 0.73 1.89 1.39 14.87 13.66 2.38 0.96 0.98 0.31 0.21 0.35 0.67 0.97 0.91 1.79 1.79 1.58 1.72 1.98 2.78 2.83 3.66 3.70 3.43 3.51 1.20
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JUESX (JPMORGAN U.S. EQUITY FUND SELECT CLASS) -19.91%
Sep 1999 - Sep 2002 		-13.09%
Sep 1997 - Sep 2002 		-4.73%
Feb 1999 - Feb 2009 		-1.73%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JUESX (JPMORGAN U.S. EQUITY FUND SELECT CLASS) 25.55%
Feb 2009 - Feb 2012 		23.49%
Feb 2009 - Feb 2014 		16.46%
Sep 2011 - Sep 2021 		14.78%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart